+8.9%
GE vs PSX
+97.5%
-88.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -4.5% | +7.3% | +1.3% |
| 7D | +9.4% | -5.2% | +14.6% | +7.7% |
| 30D | +7.5% | -3.7% | +11.3% | +6.5% |
| 3M | -12.5% | +26.8% | -39.3% | -4.9% |
| 6M | +17.8% | +47.3% | -29.5% | +35.4% |
| YTD | +7.4% | +105.4% | -98.0% | +28.6% |
| 1Y | +8.9% | +96.9% | -88.0% | +29.6% |
| All | +8.9% | +97.5% | -88.6% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PSX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling